Lawrence
Welch
93 Financial Group, LLC
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About this Advisor
Lawrence Welch is a financial advisor working in Woburn, Massachusetts with a total of 15 years of industry experience. Welch is on the advisory team at 93 Financial Group, LLC. Over the course of their career, they have held roles at 93 Financial Group, LLC. Welch holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in Massachusetts and Texas. 93 Financial Group, LLC is a financial advisory business operating out of Woburn, MA. It has $564 million in total assets across its 2,397 customer accounts, placing it among the bigger financial advisory firms in the country by assets under management. Of its 2,397 accounts, just 12% belong to high-net-worth clients who have at least $1 million in assets available to invest. 93 Financial Group, LLC has a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors largely vary depending on which services the firm provides the client. However, fees billed by 93 Financial Group, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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93 Financial Group, LLC Brokerage Details
$563,695,961
8
2,397
$235,167
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Lawrence Welch Work History
Lawrence has been registered as a financial advisor for 15 years.*
93 Financial Group, LLC
93 Financial Group, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Lawrence Welch to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at 93 Financial Group, LLC
Woburn, MA
Woburn, MA
Woburn, MA
Woburn, MA
Woburn, MA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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